SMA
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Sage Mountain Advisors’s Applied Materials AMAT Stock Holding History

Sage Mountain Advisors’s Portfolio AMAT Stock Details AMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,306
Closed -$1.88M – 297
2025
Q4 		$1.88M Buy
7,306
+368
+5% +$88.2K 0.1% 106
2025
Q3 		$1.42M Buy
6,938
+921
+15% +$167K 0.08% 124
2025
Q2 		$1.1M Buy
6,017
+294
+5% +$46.6K 0.07% 128
2025
Q1 		$831K Buy
5,723
+1,509
+36% +$254K 0.06% 150
2024
Q4 		$685K Sell
4,214
-334
-7% -$60.5K 0.05% 163
2024
Q3 		$919K Buy
4,548
+107
+2% +$21.9K 0.08% 118
2024
Q2 		$1.05M Buy
4,441
+957
+27% +$205K 0.1% 95
2024
Q1 		$719K Buy
3,484
+280
+9% +$51.4K 0.07% 119
2023
Q4 		$519K Sell
3,204
-19
-0.6% -$2.79K 0.06% 126
2023
Q3 		$446K Buy
3,223
+451
+16% +$64.7K 0.06% 127
2023
Q2 		$401K Buy
2,772
+115
+4% +$14.4K 0.06% 140
2023
Q1 		$326K Buy
+2,657
New +$305K 0.05% 160
2022
Q1 		– Sell
-1,476
Closed -$232K – 619
2021
Q4 		$232K Buy
+1,476
New +$214K 0.03% 491

Other funds holding AMAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sage Mountain Advisors's AMAT Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Applied Materials (AMAT) in Q1 2026, closing a stake of 7,306 shares — an estimated $1.88M sold.

Sage Mountain Advisors first reported a position in AMAT in Q4 2021 and held it in 13 quarters. The position peaked at $1.88M in Q4 2025. 2,927 funds tracked by Wall St. Rank hold AMAT as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Applied Materials position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 7,306 Applied Materials shares in Q1 2026, an estimated $1.88M.
  • Sage Mountain Advisors first reported a position in Applied Materials in Q4 2021 and held it in 13 quarters.
  • Sage Mountain Advisors's Applied Materials position peaked at $1.88M in Q4 2025.
  • 2,927 funds tracked by Wall St. Rank held Applied Materials as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.